Creating a Proposal

You can create a proposal. Once you create a proposal, you automatically become the owner of the proposal, but you can reassign ownership. Proposals can be created from the proposal log, from a program, or from a contract. The method for accessing specific proposals in relation to the governing information will be dependent upon the desired use case. The steps for creating a proposal will be the same, even though the method of accessing the action menu may vary.

Required access roles:

  • Baseline: Administrator, Leader
  • App-specific: Contracts Manager, Proposal Manager

This task shows you how to:

See Also
About Proposals

Create New Proposal

You can create a proposal from a blank form.

  1. From the page Actions menu, click Create Proposal > Create New.
  2. Enter the following information to create a proposal.
    Field NameDescription
    NameEnter the name for the proposal or click Autoname to automatically name the proposal.
    TypeThe type is Project Proposal.
    Proposal DateClick to select the date the proposal is due to be submitted.
    DescriptionEnter a detailed description of the proposal.
    Schedule FromSelect how tasks for the proposal will be scheduled from the list.
    Default ConstraintSelect the default constraint for proposals.
    CalendarClick to select the calendar to use for the proposal.
    Responsible OrganizationClick to select the organization responsible for the proposal.
    Base CurrencySelect the type of currency from the list: Dollar, Euro, Pound, Unassigned, Won, Yen, or Yuan Renminbi.
    ProgramClick to select the program connected to the proposal.
    Project VisibilitySelect the user who can see the project from the list. A proposal's visibility can be Company or Members. If Company is selected, then all user's in the proposal owner's company can view the proposal. If Members is selected, then only users added as proposal members can view the proposal.
    Business GoalClick to select the business goal.
    PolicySelect the policy that governs the lifecycle state of the proposal from the list.
    Customer NameEnter the name of the customer.
    Customer Request #Enter the customer request number related to the proposal.
    Date Due to CustomerClick to select the date the proposal is due to the customer.
    Pricing TypeSelect the type of pricing from the list: Cost Plus (CP), Firm Fixed-Price (FFP), or Unassigned.
    Proposal TypeSelect one of the following proposal types from the list:
    • RFI - Request for Information
    • RFP - Request for Proposal
    • RFQ - Request for Quote
    • RFM - Rough Order of Magnitude
    • Unassigned
    Received DateClick to select the date the proposal was received.
  3. Click OK.

Copy From Proposal

You can create a proposal from a copy of an existing proposal.

  1. From the page Actions menu, click Create Proposal > Copy From
  2. Click to search for and select the proposal source.
  3. Click OK.
    The attributes for the copied proposal are filled in automatically.
  4. Change any attributes as necessary.
  5. Click OK.

Create From Template

You can create a proposal from an existing template.

  1. From the page Actions menu, click Create Proposal > From Template
  2. Click to search for and select the Source Proposal Template.
  3. Click OK.
  4. Enter any questions for the template.
  5. Click OK.